HCM

Hutchinson Capital Management Portfolio holdings

AUM $548M
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$5.82M
3 +$4.01M
4
EMR icon
Emerson Electric
EMR
+$1.31M
5
XOM icon
Exxon Mobil
XOM
+$1.25M

Top Sells

1 +$16M
2 +$11.9M
3 +$553K
4
CCL icon
Carnival Corp
CCL
+$364K
5
UL icon
Unilever
UL
+$173K

Sector Composition

1 Financials 26.06%
2 Consumer Discretionary 21.01%
3 Industrials 14.56%
4 Energy 11.83%
5 Healthcare 11.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$51K 0.02%
+15,000
52
-35,395
53
-884,763